AO
AO

Annette J Olday

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,930 clients
Average Client Portfolio
$169K average
Assets Under Management
$326.6M

Fee Structure

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Location

400 Sterling Drive, Orchard Park, NY, 14127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Annette receives commission trails from non-variable insurance products and has a financial duty to Meridia Community Federal Credit Union. She is also an agent for Specific Solutions and multiple outside carriers, selling non-variable insurance, and spends about half of her time providing investment advisory services through Silver Grove Advisory Services.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
LPL Financial LLC
August 2021 - September 2021 · 1 mo
MML Investors Services, LLCBroker
July 2003 - June 2015 · 11 yrs 11 mos
State Registrations7 states
FLMINCNJNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Annette J Olday - Financial Advisor | TrueAdvisor